IBCGX
Price
$20.11
Change
+$0.10 (+0.50%)
Updated
Jul 25 closing price
Net Assets
368.93M
PMBMX
Price
$44.29
Change
+$0.31 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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IBCGX vs PMBMX

Header iconIBCGX vs PMBMX Comparison
Open Charts IBCGX vs PMBMXBanner chart's image
VY® Baron Growth S2
Price$20.11
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets368.93M
Principal MidCap R3
Price$44.29
Change+$0.31 (+0.70%)
VolumeN/A
Net Assets33.21B
IBCGX vs PMBMX Comparison Chart in %
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IBCGX vs. PMBMX commentary
Jul 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IBCGX is a Buy and PMBMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.2B vs. IBCGX (369M). PMBMX pays higher dividends than IBCGX: PMBMX (0.02) vs IBCGX (0.00). IBCGX was incepted earlier than PMBMX: IBCGX (16 years) vs PMBMX (25 years). IBCGX (1.52) is less costly to investors than PMBMX (1.14). PMBMX is a more actively managed with annual turnover of: 10.50 vs. IBCGX (4.00). IBCGX (0) and PMBMX (0) have matching initial minimum investment requirements. PMBMX annual gain was more profitable for investors over the last year : 13.04 vs. IBCGX (-3.78). PMBMX return over 5 years is better than : 52.44 vs. IBCGX (-2.28).
IBCGXPMBMXIBCGX / PMBMX
Total Expense Ratio1.401.14123%
Annual Report Gross Expense Ratio1.521.14133%
Fund Existence16 years25 years-
Gain YTD-3.2248.421-38%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets369M33.2B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year-3.7813.04-29%
Returns for 3 years-6.9047.27-15%
Returns for 5 years-2.2852.44-4%
Returns for 10 years-35.1097.42-36%
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